Head of CRM

5 days ago

Fareham, United Kingdom IDEX Consulting Ltd Full time

We are working exclusively and on a retained basis with a growing financial planning firm. Your role will be to oversee and manage the Client Relationship Managers alongside being the first point of contact for the company and to provide administrative supportacross the organisation, co-ordinate and organise between client, Financial Planner and paraplanning. And ensure the client is serviced to an extremely high level.
Your role will include but will not be limited to:

- Manage and support the Client Relationship Managers
- Complete and document monthly one to ones for Client Relationship Managers
- Complete and document six monthly appraisals for Client Relationship Managers in line with company procedures
- Complete and document return to work interviews for Client Relationship Managers after sickness episodes ensuring HR procedures and followed and adhered to. Taking guidance from the Operations Director
- Send letters of authority with 48 hours of receipt and chase providers 5 working days later to confirm receipt and obtain timescales
- Produce paperwork including portfolio valuations up to a maximum of 72 hours in advance of client annual review meetings
- Complete fund top ups, withdrawals, switches and rebalances within 24 hours of receipt and ensure completed correctly
- Produce annual review letters within 72 hours of receiving the request from the Adviser
- Meet and uphold the firms core values
This role will allow you to work from home 3/4 days a week once probation has been passed. 20 days holiday + bank holiday and Christmas off. PMI and profit share scheme.
If you are interested in finding out more about the company and opportuntiy then please click apply

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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